Grader Instructionsexcel 2019 Projectexp19 Excel Ch05 Capassessment ✓ Solved
Grader - Instructions Excel 2019 Project Exp19_Excel_Ch05_CapAssessment_Travel Project Description: You are the manager of an information technology (IT) team. Your employees go to training workshops and national conferences to keep up-to-date in the field. You created a list of expenses by category for each employee for the last six months. Now you want to subtotal the data to review total costs by employee and then create a PivotTable to look at the data from different perspectives. Steps to Perform: Step Instructions Points Possible 1 Start Excel.
Download and open the file named Exp19_Excel_Ch05_CapAssessment_Travel.xlsx . Grader has automatically added your last name to the beginning of the filename. Before using the Subtotal command, you must first sort the data. On the Subtotals worksheet, sort the data by Employee and further sort by Category, both in alphabetical order. You want to subtotal the data to calculate expenses by employee.
Use the Subtotals feature to insert subtotal rows by Employee to calculate the total expense by employee. Now you want to hide the details for two employees and focus on details for the remaining employees. Collapse the Davidson and Miller sections to show only their totals. Leave the other employees’ individual rows displayed. For more detailed analysis, you are ready to create a PivotTable.
Use the Expenses worksheet to create a blank PivotTable on a new worksheet named Summary . Name the PivotTable Categories . You want to include the Category and Expense fields in the PivotTable. Use the Category and Expense fields, enabling Excel to determine where the fields go in the PivotTable. You want to display average expenses instead of totals.
Modify the Values field to determine the average expense by category. Change the custom name to Average Expense . Format the Values field with Accounting number type. You want to display a meaningful label and select a different layout. Type Category in cell A3 and change the Grand Totals layout option to On for Rows Only.
Apply Light Blue, Pivot Style Dark 2 and display banded rows. To make it easy to filter the PivotTable results, you will insert and format a slicer. Insert a slicer for the Employee field, change the slicer height to 2 inches and apply the Light Blue, Slicer Style Dark 5. Move the slicer so that the upper-left corner is in cell A10. You want to insert another PivotTable to analyze the data on the Expenses worksheet.
Use the Expenses worksheet to create another blank PivotTable on a sheet named Totals . Name the PivotTable Employees . Add the Employee to the Rows and add the Expense field to the Values area. Sort the PivotTable from largest to smallest expense. Change the name for the Expenses column to Totals and format the field with Accounting number format.
Insert a calculated field to subtract 2659.72 from the Totals field. Change the custom name to Above or Below Average and apply Accounting number format to the field. Set 10.86 (approximate) as the width for column B and 13.71 for column C, change the row height of row 3 to 30 , and apply word wrap to cell C3. Now, you want to create a PivotChart to depict the data visually. Create a clustered column PivotChart from the PivotTable.
Move the PivotChart to a new sheet named Chart . Hide all field buttons in the PivotChart, if necessary. Add a chart title above the chart and type Expenses by Employee . Change the chart style to Style 14. Apply 11 pt font size to the value axis and display the axis as Accounting with zero decimal places.
Create a footer on all worksheets with your name in the left section, the sheet name code in the center section, and the file name code in the right section. Ensure that the worksheets are correctly named and placed in the following order in the workbook: Subtotals, Summary, Chart, Totals, Expenses. Save and close Exp19_Excel_Ch05_CapAssessment_Travel.xlsx . Exit Excel. Submit the file as directed. 0 Total Points 100 Created On: 02/12/2021 1 Exp19_Excel_Ch05_CapAssessment - Travel 1.1
Paper for above instructions
Introduction
In this project, we aim to execute a comprehensive analysis of travel expenses for team members attending workshops and conferences over the last six months. Using Excel 2019, we will use functionalities such as sorting, subtotals, PivotTables, slicers, and PivotCharts to derive meaningful insights from the data. This assignment is not merely a manual data entry; it is focused on enhancing data visualization and interpretation through Excel functionalities.
Step-by-Step Implementation
Step 1: Sorting the Data
Before any subtotal calculations can take place, the data must be correctly sorted. The sorting process involves organizing the data primarily by Employee and secondarily by Category in alphabetical order. This is crucial as grouping the costs by employee will allow for more concise and accurate subtotal calculations.
To sort the data:
1. Select the entire dataset in the 'Subtotals' worksheet.
2. Navigate to the Data tab on the Excel ribbon.
3. Click on Sort.
4. In the Sort dialog box, choose "Employee" as the first sort criteria and "Category" as the second one, both in A to Z order.
Step 2: Inserting Subtotal Rows
After sorting, the next task is to calculate the total expenses incurred by each employee using the Subtotal feature.
1. Go to the Data tab again and select Subtotal.
2. In the Subtotal dialog, select "At each change in: Employee."
3. Choose “Sum” as the function and check “Expense” to be subtotaled.
4. Click OK to insert subtotal rows.
This will allow you to have a cumulative total of expenses per employee, which can be easily analyzed and summarized.
Step 3: Collapsing Details for Selected Employees
After viewing the subtotals:
1. Locate the sections for Davidson and Miller.
2. Click on the small minus (-) sign next to their names to collapse their sections, displaying only the subtotal while hiding detailed rows. This will help focus on other employees' detailed expenses.
Step 4: Creating the Summary PivotTable
To analyze the data further, we will create a PivotTable that allows us to visualize data trends and patterns:
1. Navigate to the Expenses worksheet.
2. Go to the Insert tab and select PivotTable.
3. Choose to place the PivotTable in a New Worksheet named “Summary.”
4. Drag the Category and Expense fields into the PivotTable Fields area.
To display average expenses:
- Click on the Expense value field in the PivotTable, select Value Field Settings, choose “Average,” and rename it to "Average Expense."
- Format this field in Accounting number format.
Step 5: Refining the PivotTable Layout
To enhance usability:
1. Label cell A3 as "Category."
2. Change Grand Totals to On for Rows Only.
3. Apply the Light Blue, Pivot Style Dark 2 and display banded rows for better readability.
Step 6: Adding a Slicer
To facilitate filtering through employee-based data:
1. With the PivotTable selected, go to the Insert tab and select Slicer.
2. Choose the Employee field and resize it to be 2 inches tall.
3. Apply the Light Blue, Slicer Style Dark 5.
4. Position the slicer so that its upper-left corner is positioned in cell A10.
Step 7: Creating the Totals PivotTable
Next, another PivotTable needs to be constructed to analyze employee expenses more comprehensively:
1. Repeat the steps to create a new PivotTable and name this one Employees on a new sheet named Totals.
2. Add Employee to the Rows and the Expense to the Values.
3. Sort the PivotTable in descending order based on expense data.
To customize:
- Rename the Expense column header as Totals and apply Accounting format.
- Insert a calculated field that subtracts the average expense of 2659.72 from the Totals, naming it Above or Below Average.
- Apply the Accounting number format to this calculated field.
Step 8: Formatting the Totals Table
Adjust column widths (B to 10.86 and C to 13.71) and assign a row height of 30 for row 3. Enable word wrap for cell C3 to ensure that the titles fit properly.
Step 9: Visualizing Data with a PivotChart
To represent the data graphically:
1. Select the Employees PivotTable and go to the Insert tab to choose a PivotChart.
2. Opt for Clustered Column and move this chart to a new worksheet named Chart.
3. Hide all field buttons and insert a title above the chart labeled Expenses by Employee.
4. Style the chart with Style 14 and adjust the value axis font size to 11 pt with Accounting formatting.
Step 10: Creating Footers
To complete the assignment:
1. Add a footer on all worksheets displaying your name in the left section, sheet name code in the center, and file name code in the right section.
2. Ensure that worksheets are organized correctly with the order: Subtotals, Summary, Chart, Totals, and Expenses.
Conclusion
Throughout this project, we utilized various Excel functions to analyze travel expenses, creating a structured and systematic approach for effective data management. The implementation of subtotals, PivotTables, slicers, and PivotCharts led to a comprehensive understanding of employee training expenses, ultimately supporting enhanced decision-making processes.
References
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